Employee Card Designer

Employee card sections can be created and managed with the help of Employee Card Designer. The exceptions are the Current Assignments (showing employee’s main job position and additional positions, if any) and Salary Details sections. They have a predefined number of fields that are not edited through the employee card directly, but through the Position Assignment and Change Salary forms.

Follow these steps to manage sections and fields of employee cards:

1. Go to Settings > Settings and Configuration > Core HR.
2. Click Employee Database in the left panel and click Edit next to the Employee Card Designer setting name on the Basic tab.
   
3. The Employee Card Designer form will open with the list of predefined employee card sections and fields. Here you can create new sections, edit and delete the existing ones as well as work with employee card section fields and set up the employee card section permissions.

   

Add New Section

Follow these steps to add a new section to the employee card:

1. Click the Add New Section button at the top of the form.
   
2. Type the name of the new section in the Title field.
3. Set the order in which the sections will appear in the card in the Section Order field.
4. Select who will be able to see the current section in the View Roles field.
5. Select the roles that will have the permissions to edit the current section in the Edit Roles field.
6. Select the Is Public check box to make the section public.
   Note

   A public section is only displayed if no link such as Manager - Subordinate, HR - Employee, etc. can be established between the viewer and the employee whose card is being viewed. If the link exists, a public section is not displayed. If you need fields from a public section to be displayed to the employee's manager, HR, etc., you have to duplicate them in a non-public section.
7. Click Save to save the changes.
   

Edit Employee Card Section

Follow these steps to edit an employee card section:

1. Click the Edit Section link in the section header of the section you want to edit.
   
2. To change the card section name, type a new name in the Title field.
3. Set the order in which the sections will appear in the card in the Section Order field.
4. Select who will be able to see the current section in the View Roles field.
5. Select the roles that will have the permissions to edit the current section in the Edit Roles field.
6. Select the Is Public check box to make the section public.
   Note

   A public section is only displayed if no link such as Manager - Subordinate, HR - Employee, etc. can be established between the viewer and the employee whose card is being viewed. If the link exists, a public section is not displayed. If you need fields from a public section to be displayed to the employee's manager, HR, etc., you have to duplicate them in a non-public section.
7. Click Save to save the changes.

Delete Employee Card Section

Follow these steps to delete an employee card section:

1. Click the Remove Section link in the section header of the section you want to delete.
   
2. In the dialog window that opens click OK to complete removal or Cancel to cancel the operation.

Working with Section Fields

Follow these steps to add a field to an employee card section:

1. Click the Add From Existing Fields link in the section header of the section you want to add a field to.
   
2. In the window that opens select the name of the field you are going to add from the FieldName drop-down list.
   
3. Select the New check box if you need the field to display this field when creating a new employee.
4. Select the Display check box to display this field when viewing an employee card.
5. Select the Edit check box to display this field when editing an employee card.
6. Click OK to add the field to the employee card section or Cancel to cancel the operation.
   
   Note

   The Field Name drop-down list consists of the column names used in the Employees list. There are two ways to add a new field name:

   • Add a new column to the Employees list directly in Settings > Site Lists and Libraries.
   • Use the New Field button on the Employee Card Designer form.
     

To edit a field click the Edit link in the corresponding field row.

To delete a field click the Remove link in the necessary field row. Please note that the deleted fields will still be available for choosing in the Field Name field  in the Create Column dialog box.

To change the order of fields in the section click the Change Fields Order link in the section header.
and use the Order column to establish a new field listing order.